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- ...Milwaukee is seeking a Tax Manager for their Private Client Services. This role requires managing tax compliance and consulting for high net-worth clients, supervising associates, and building client relationships. Candidates should have a Bachelor’s degree and five years...High net worth
- ...develop strong relationships with clients and support Producers in marketing initiatives. The ideal candidate will have 2-3 years of High Net Worth client management experience and be proficient in insurance management systems. Responsibilities include servicing existing...High net worth
- ...seeking a Tax Consultant to join its Private Client Services team. The candidate will engage in preparing complex tax returns for high net-worth clients, work in a dynamic environment, and have opportunities for mentoring and development. The ideal candidate should have a...High net worthFlexible hours
- ...growth. The role involves developing business plans, managing complex financial solutions, and delivering tailored experiences to high-net-worth clients. Candidates should have 6+ years of relevant experience and hold certifications in financial planning. Join a workplace...High net worth
- ...accounting firm is seeking a tax professional for their Private Client Services. The role involves preparing complex tax returns for high net-worth individuals while leading a team in a fast-paced environment. Candidates should have a Bachelor’s degree in Accounting or a...High net worth
- ...leading global professional services firm is seeking a tax professional to join their team. The role involves managing tax planning for high-growth private companies and building client relationships. Candidates must have a bachelor's degree, CPA certification, and at...High net worthFlexible hours
- ...initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of High Net Worth accounts. Your Impact Build and maintain constructive relationships with customers by meeting and exceeding expectations...High net worth
$110k - $150k
...Supervisory Responsibilities: Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs Supervises associates and senior associates on all projects Reviews work...High net worthWork at office$155k - $200k
...Supervisory Responsibilities: Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs Supervises associates and senior associates on all projects Reviews work...High net worthWork at office- ...Wholesale Company role at Novatae Risk Group. We are seeking a highly motivated individual to join our Private Client Solutions team.... ...placement of Broker's portfolio/ Underwriter’s portfolio of High-Net-Worth personal lines insurance accounts. Maintain cooperative and...High net worthFull timeContract workWork at office
- ...seeking a Client Development Financial Services Vice President. In this role, you will focus on growing business from existing high-net-worth clients and referrals. Responsibilities include providing holistic financial planning, managing client relationships, and presenting...High net worth
$96k - $125k
...Client Services Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well...High net worthPrivate practiceWork at office- ...years of professional experience, strong attention to detail, and a collaborative spirit. This role involves interacting with high-net-worth clients and requires a willingness to obtain relevant licenses. The firm values integrity, growth, and teamwork, offering the chance...High net worth
$40k - $80k
A financial services firm in Wisconsin is seeking a Client Service Specialist to support Wealth Advisors in managing high-net-worth clients' needs. This role requires excellent organizational and communication skills, with responsibilities including client interaction,...High net worth$215k - $270k
...Services At Bdo Private client services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-suite executives, athletes, entertainers, as well...High net worthPrivate practiceWork at office$75k - $125k
A respected fiduciary firm in Dallas is seeking an experienced Investment Counselor to manage high-net-worth clients and provide tailored financial services. The role requires client relationship management skills and extensive market knowledge. Candidates should possess...High net worth- A financial institution in Wisconsin is seeking a Private Banking Assistant to support high net worth clients. You will handle loan documentation and compliance while providing exceptional client service. The ideal candidate has an associate's degree and 2+ years of experience...High net worth
- ...based private security firm is looking for experienced Executive Protection specialists to provide armed protective coverage for a high-net-worth principal in Houston, TX. The role involves significant travel and requires extensive prior experience, including military or...High net worth
$400k
...Credit Underwriter and Portfolio Management in New York. The role focuses on providing bespoke banking and credit solutions to high net worth clients, leading the underwriting and loan approval process, and managing a sophisticated credit portfolio. Candidates should possess...High net worth- A leading insurance brokerage is seeking a Personal Risk Specialist to serve high net worth clients by providing tailored risk management solutions. The role involves establishing client relationships, meeting sales goals, and developing marketing strategies. Candidates...High net worth
- ...The role requires 7-10+ years in wealth management, preferably with a CFP or extensive trust experience. Advisors will work with high-net-worth clients, utilizing a robust internal referral network and collaborating closely with banking partners. This position offers...High net worth
$65k - $125k
...firm in the United States is seeking a passionate financial professional to join their elite team. This role involves managing high-net-worth clients and delivering exceptional service while educating them on investment strategies. The ideal candidate will have at least...High net worth- A financial services firm located in Pewaukee, Wisconsin is seeking a Financial Advisor to manage and grow a portfolio of high-net-worth clients. The role includes providing comprehensive financial advice, maintaining client relationships, and proactively seeking new business...High net worth
$101.23k
...leading financial institution seeks a Remote Investment Consultant to expand relationships with Independent Financial Advisors and high net worth investors. You will develop programs tailored to bringing in new clients and provide investment management services. Ideal...High net worthRemote job$150k - $200k
...particularly in crypto, and a strong network in the institutional financial ecosystem. Responsibilities include engaging with ultra-high-net-worth individuals and VCs, structuring product solutions, and representing the firm at industry events. Competitive salary between $1...High net worth- A leading financial advisory firm is seeking an Investment Counselor to develop relationships with high-net-worth clients and guide them on investment strategies. With a focus on client education and long-term financial goals, the role provides extensive training and support...High net worth
- A financial services institution in Wisconsin seeks a Private Banking Associate to manage and develop relationships with high-net-worth clients. You'll support Private Bankers, ensuring excellent service and communication, while managing a portfolio of clients. Ideal candidates...High net worth
- ...candidate will manage client relationships, oversee accounting operations, and lead a team while developing innovative solutions for high-net-worth clients. They should have a solid grounding in accounting principles and the ability to lead effectively. The company offers...High net worthWork at office
- Private Banking is responsible for developing, managing, and retaining full personal relationships with high income/high net worth Private Banking Clients. The Private Banking Associate is responsible for managing a smaller select portfolio of high-net-worth clients while...High net worthWork at office
- ...services. This role is centered around building strong client relationships through tailored financial strategies and advising high-net-worth clients. The ideal candidate has a Bachelor's degree, significant experience in financial services, and must obtain a Series 65...High net worth